2023 Form 5500 filing — Intermed, P.A. 401(K) & Profit Sharing Plan
Plain-English filing summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240626041409NAL0017484434001) for Intermed, P.A. 401(K) & Profit Sharing Plan, reported by Intermed, P A under EIN 01-0484903 and plan number 001. It reports 1,272 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240626041409NAL0017484434001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Intermed, P A
- EIN
- 01-0484903
- Plan number
- 001
- Location
- South Portland, ME
- Participants
- 1,272
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $146,383,453
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $146,383,453
- Employer contributions
- $4,830,315
- Participant contributions
- $6,650,949
- Total income / additions
- $36,858,103
- Benefits paid
- $12,519,410
- Administrative expenses
- $6,480
- Total expenses
- $12,525,890
- Net increase / (decrease)
- $24,332,213
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Strategic Advisors, Inc. | ADVISOR | $12,754 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | -$6,254 | $0 |